Range of investments
When it comes to choosing between Fidelity and J.P. Morgan Self-Directed Investing for your investment needs, there are some key differences to consider. Fidelity receives a full 5-star rating and ranks third among 16 brokers for its range of investments, making it a top contender. Meanwhile, J.P. Morgan Self-Directed Investing earns 4 stars and sits at the ninth position. Both platforms offer an impressive selection of stock, margin, fractional share, OTC stocks, mutual funds, and options trading. However, Fidelity inches ahead by offering crypto trading, with three coins available, whereas J.P. Morgan Self-Directed Investing doesn't provide access to this market.
Fidelity and J.P. Morgan Self-Directed Investing both accommodate traditional and Roth IRA accounts, meeting essential retirement planning needs. Both platforms also provide advisor services that can be a significant advantage for investors seeking guidance. However, neither broker offers forex or futures trading, which may be a consideration for those looking for a broader range of investment options.
In terms of accessibility and diversification, Fidelity shines with its notable range of investment choices, particularly its inclusion of cryptocurrency offerings. J.P. Morgan Self-Directed Investing still maintains a solid standing with a variety of core trading options, making it a reliable choice for investors who don’t prioritize crypto trading. Whether you're a novice investor or an experienced trader, both platforms have the potential to serve your investment objectives effectively.
Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
Stock Trading
info
|
Yes
|
Yes
|
Margin Trading
info
|
Yes
|
Yes
info |
Fractional Shares
info
|
Yes
|
Yes
|
OTC Stocks
info
|
Yes
|
Yes
|
Mutual Funds
info
|
Yes
|
Yes
|
Options Trading
info
|
Yes
|
Yes
|
Futures Trading
info
|
No
|
No
|
Crypto Trading
info
|
Yes
|
No
|
Crypto Trading - Total Coins
info
|
3
|
0
|
Range of Investments
|
|
|
Dive deeper: Best Options Trading Platforms for 2025, Best Futures Trading Platforms for 2025
Trading platforms and tools
When it comes to choosing a trading platform, Fidelity stands out as a more comprehensive option compared to J.P. Morgan Self-Directed Investing. With a 4.5-star rating for its trading platforms and tools, Fidelity outperforms J.P. Morgan's 2.5-star rating. The platforms are ranked #4 and #13 respectively by StockBrokers.com among 16 brokers, making Fidelity a clear leader in terms of functionality and features.
Fidelity offers extensive support with both Windows and Mac downloadable platforms, contrasting with J.P. Morgan, which only provides a browser-based option. Fidelity users have access to advanced functionalities like 92 watch list columns, 129 technical indicators, and 38 drawing tools for charting, enabling a more detailed trading experience. Although both platforms allow users to display corporate events on charts, Fidelity further enhances user experience by supporting custom date ranges, historical trades, and automated technical analysis that J.P. Morgan does not.
While J.P. Morgan Self-Directed Investing does allow for custom study creation in charts, it falls short in other areas like trading journals, open order adjustments directly on charts, and multiple chart profile saving, all of which Fidelity offers. For traders who require a more feature-rich environment, especially in charting and order management, Fidelity evidently presents a more compelling choice.
Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
Web Trading Platform
info
|
Yes
|
Yes
|
Desktop Trading Platform
info
|
Yes
|
No
|
Desktop Platform (Mac)
info
|
Yes
|
No
|
Paper Trading
info
|
No
|
No
|
Watch Lists - Total Fields
info
|
92
|
20
|
Charting - Indicators / Studies
info
|
129
|
36
|
Charting - Drawing Tools
info
|
38
|
10
|
Platforms & Tools
|
|
|
Dive deeper: 7 Best Brokerage Accounts for 2025, Best Paper Trading Platforms for 2025
Open and fund & get up to $1,000.
Beginners and education
For beginners seeking comprehensive investor education, both Fidelity and J.P. Morgan Self-Directed Investing provide a range of resources to help you learn about the stock market. Both platforms offer educational content on stocks, ETFs, options, mutual funds, and bonds, complemented by engaging webinars and educational videos. Fidelity also enhances the learning experience by providing quizzes and tools to track your educational progress, which can greatly benefit those starting their investment journey. J.P. Morgan Self-Directed Investing, while lacking these specific features, still offers quality educational material to help investors understand diverse financial instruments.
Fidelity stands out with a perfect 5-star rating for education and ranks as the second-best in education among 16 brokers per StockBrokers.com. Its comprehensive offering caters to a variety of learning preferences, making it an excellent choice for those who value thorough learning support. J.P. Morgan Self-Directed Investing follows closely with a 4.5-star rating, ranking seventh. While both platforms lack paper trading features, each broker offers a solid education foundation, with Fidelity offering just a bit more for those seeking to enhance their financial literacy.
Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
Education (Stocks)
info
|
Yes
|
Yes
|
Education (ETFs)
info
|
Yes
|
Yes
|
Education (Options)
info
|
Yes
|
Yes
|
Education (Mutual Funds)
info
|
Yes
|
Yes
|
Education (Bonds)
info
|
Yes
|
Yes
|
Paper Trading
info
|
No
|
No
|
Videos
info
|
Yes
|
Yes
|
Webinars
info
|
Yes
|
Yes
|
Education
|
|
|
Dive deeper: Best Stock Trading Platforms for Beginners of 2025
Stock trading apps
When it comes to stock trading apps, Fidelity stands out as a clear leader compared to J.P. Morgan Self-Directed Investing. Rated 5 stars and ranked #3 out of 16 brokers by StockBrokers.com, Fidelity offers a comprehensive set of features that cater to both new and experienced investors. In contrast, J.P. Morgan's app holds a solid 4-star rating but falls short at #12 in the rankings, suggesting room for improvement in its offerings.
Both Fidelity and J.P. Morgan provide iPhone and Android apps, ensuring accessibility for users across devices. While Fidelity extends its presence with an Apple Watch app, J.P. Morgan does not support this feature. In terms of streaming capabilities, Fidelity leads the pack by offering streaming quotes, live TV, and on-demand videos, while J.P. Morgan does not include these options. Both brokers allow users to create and customize watchlists and view charts in landscape mode, but Fidelity takes charting a step further by allowing after-hours charting, stock comparisons on charts, and offering an impressive 119 technical studies, compared to J.P. Morgan's 36.
Fidelity also provides mobile after-hours stock trading and a comprehensive set of charting features, putting it ahead for those who require detailed market analysis on the go. J.P. Morgan offers the basics of mobile options trading and stock alerts, but it lacks the depth and interactive features that Fidelity's app provides. If you're looking for a versatile and feature-rich experience in stock trading, Fidelity is the top choice, whereas J.P. Morgan may suit those who prefer a more straightforward, foundational approach.
Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
iPhone App
info
|
Yes
|
Yes
|
Android App
info
|
Yes
|
Yes
|
Apple Watch App
info
|
Yes
|
No
|
Stock Alerts
info
|
Yes
|
Yes
|
Charting - After-Hours
info
|
Yes
|
No
|
Charting - Technical Studies
info
|
119
|
36
|
Mobile Trading Apps
|
|
|
Dive deeper: Best Stock Trading Apps for 2025
Fees
When choosing between Fidelity and J.P. Morgan Self-Directed Investing for your online brokerage needs, it is essential to consider their various fees and charges. Both platforms offer commission-free trades for stocks, making them equally attractive for those who primarily invest in equities. However, differences arise in other areas, such as IRA closure and full account transfer fees, where Fidelity emerges as the more cost-effective choice due to its absence of any charges, unlike J.P. Morgan's set fees of $75 each in these categories.
Delving deeper into margin trading costs, Fidelity tends to offer slightly more appealing rates compared to J.P. Morgan for most balances. For balances under $25,000, Fidelity charges an interest rate of 13.075%, slightly lower than J.P. Morgan’s 13.25%. The trend continues for balances between $25,000 and $49,999, where Fidelity's rate is 12.575% against J.P. Morgan's 13%. The advantage narrows a bit as the margin balances increase to between $50,000 and $99,999, but Fidelity still maintains a lower rate of 12.125% compared to J.P. Morgan's 12.5%.
Additionally, both Fidelity and J.P. Morgan Self-Directed Investing charge $0 for the account minimum deposit and IRA annual fees, with consistent fees of $0.65 per options contract traded. No fees are associated with options exercises or assignments on either platform. However, as mentioned earlier, it's crucial to watch out for potential costs when closing an IRA or transferring your entire account with J.P. Morgan, which could eat into some of your investment returns.
Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
Minimum Deposit
info
|
$0.00
|
$0.00
|
Stock Trades
info
|
$0.00
|
$0.00
|
Options (Per Contract)
info
|
$0.65
|
$0.65
|
Options Exercise Fee
info
|
$0.00
|
$0.00
|
Options Assignment Fee
info
|
$0.00
|
$0.00
|
IRA Annual Fee
info
|
$0.00
|
$0.00
|
IRA Closure Fee
info
|
$0.00
|
$75.00
|
Dive deeper: Best Free Trading Platforms for 2025
Day Trading
For those interested in day trading, Fidelity offers several features that can enhance the trading experience compared to J.P. Morgan Self-Directed Investing. Fidelity users benefit from streaming time and sales for stocks, providing real-time information crucial for making informed trading decisions. Additionally, streaming live TV is available with Fidelity, ensuring traders are up-to-date with the latest market news. Direct market routing and trading hotkeys are also part of Fidelity's offerings, alongside access to level 2 quotes and basic strategy backtesting, which can aid in executing more refined trading strategies. A unique short locator tool allows Fidelity customers to assess the real-time availability of shares available for shorting, a critical feature for active traders.
In contrast, J.P. Morgan Self-Directed Investing lacks several of these desirable features, potentially putting day traders at a disadvantage. Users do not have access to streaming time and sales data, live TV, or direct market routing, which are essential tools for making quick and informed trading decisions. Furthermore, trading hotkeys and level 2 quotes are absent, as is basic strategy backtesting. While neither platform supports ladder trading or offers advanced strategy backtesting and order liquidity rebates, Fidelity's offerings cater more comprehensively to the needs of day traders seeking detailed market data and tools.
Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
Streaming Time & Sales
info
|
Yes
|
No
|
Streaming TV
info
|
Yes
|
No
|
Direct Market Routing - Stocks
info
|
Yes
|
No
|
Level 2 Quotes - Stocks
info
|
Yes
|
No
|
Trade Ideas - Backtesting
info
|
Yes
|
No
|
Trade Ideas - Backtesting Adv
info
|
No
|
No
|
Short Locator
info
|
Yes
|
No
|
Dive deeper: Best Day Trading Platforms for 2025
Market Research
When it comes to market research capabilities, Fidelity outshines J.P. Morgan Self-Directed Investing. With a rating of 5 stars compared to J.P. Morgan's 4 stars, Fidelity ranks #3 among 16 brokers, while J.P. Morgan stands at #7. Fidelity's comprehensive array of research offerings, including social media sentiment data and ESG insights, caters to both novice and seasoned investors looking to make informed decisions. Meanwhile, J.P. Morgan remains a reliable option, yet its limited offerings in certain areas make Fidelity the more favorable choice for thorough market analysis.
Both Fidelity and J.P. Morgan Self-Directed Investing provide ample resources for stock, ETF, mutual fund, and bond research, as well as the ability to see portfolio allocation by asset class. However, Fidelity sets itself apart by offering advanced insights such as social media sentiment data and ESG research, which J.P. Morgan lacks. Additionally, Fidelity surpasses J.P. Morgan in the availability of downloadable PDF research reports, offering 11 for stocks compared to J.P. Morgan's 2. Fidelity also provides reports for ETFs, a feature J.P. Morgan does not offer.
For investors seeking varied research tools, both platforms deliver essentials like screeners for stocks, ETFs, mutual funds, and bonds, empowering users to generate trade ideas effectively. Though J.P. Morgan Self-Directed Investing offers a solid foundation for market research, Fidelity's extensive resources and innovative tools make it a superior choice for those aiming to access detailed and diverse market insights. Their additional capabilities ensure investors of all levels can delve deeper into financial analysis and make more strategic investment choices.
Feature |
Fidelity
|
J.P. Morgan Self-Directed Investing
|
Research - Stocks
info
|
Yes
|
Yes
|
Screener - Stocks
info
|
Yes
|
Yes
|
Research - ETFs
info
|
Yes
|
Yes
|
Screener - ETFs
info
|
Yes
|
Yes
|
Research - Mutual Funds
info
|
Yes
|
Yes
|
Screener - Mutual Funds
info
|
Yes
|
Yes
|
Research - Bonds
info
|
Yes
|
Yes
|
Screener - Bonds
info
|
Yes
|
Yes
|
Research
|
|
|
Banking
When comparing the banking features of Fidelity and J.P. Morgan Self-Directed Investing, there are distinct differences and similarities to consider. Fidelity does not offer traditional banking products like checking and savings accounts, whereas J.P. Morgan Self-Directed Investing provides both, giving users more options for everyday banking. Both services offer debit and credit cards, providing convenient payment methods for their users. In terms of borrowing, both offer mortgage loans, catering to customers in need of home financing. For those interested in growing their savings with certificates of deposit (CDs), both Fidelity and J.P. Morgan Self-Directed Investing offer this option. Overall, J.P. Morgan stands out for its comprehensive banking offerings, especially with its checking and savings accounts, while Fidelity remains competitive with its wide range of other financial products.
Dive deeper: Best Bank Accounts for Trading Stocks for 2025
Winner
After opening live accounts and testing 16 of the best online brokers, our research and live account testing finds that Fidelity is better than J.P. Morgan Self-Directed Investing. Fidelity finished with an overall score of 96.2%, while J.P. Morgan Self-Directed Investing finished with a score of 85.4%.
Fidelity is a value-driven online broker offering $0 trades, industry-leading research, excellent trading tools and an easy-to-use mobile app.
FAQs
Can you trade cryptocurrency with Fidelity or J.P. Morgan Self-Directed Investing?
Fidelity outshines J.P. Morgan Self-Directed Investing in the crypto trading arena by offering access to 3 cryptocurrencies, whereas J.P. Morgan provides no options for digital coin trading.
Dive deeper: Best Online Brokers for Crypto Trading in 2025
Does Fidelity or J.P. Morgan Self-Directed Investing offer IRAs?
Both Fidelity and J.P. Morgan Self-Directed Investing offer traditional and Roth IRA accounts with no annual fees; however, while Fidelity charges no fee for closing IRA accounts, J.P. Morgan Self-Directed Investing imposes a $75 closure fee.
Dive deeper: Best IRA Accounts for 2025
Popular trading guides
More trading guides
Popular broker reviews
navigate_before
navigate_next
Broker Screenshots
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Trading Platform & Tools Gallery (click to expand) |
|
|
|
Research Gallery (click to expand) |
|
|
|
Mobile Trading Apps Gallery (click to expand) |
|
|
|
Education Gallery (click to expand) |
|
|
|
Trading Fees
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Minimum Deposit info
|
$0.00
|
$0.00
|
|
Stock Trades info
|
$0.00
|
$0.00
|
|
Penny Stock Fees (OTC) info
|
$0.00
|
$0.00
|
|
Mutual Fund Trade Fee info
|
Varies
info
|
$0
|
|
Options (Per Contract) info
|
$0.65
|
$0.65
|
|
Futures (Per Contract) info
|
(Not offered)
|
(Not offered)
|
|
Broker Assisted Trade Fee info
|
$32.95
|
Varies
|
|
Margin Rates
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Margin Rate Under $25,000 info
|
13.075%
|
13.25%
|
|
Margin Rate $25,000 to $49,999.99 info
|
12.575%
|
13%
|
|
Margin Rate $50,000 to $99,999.99 info
|
12.125%
|
12.5%
|
|
Margin Rate $100,000 to $249,999.99 info
|
11.575%
|
12.25%
|
|
Margin Rate $250,000 to $499,999.99 info
|
11.325%
|
12.25%
|
|
Margin Rate $500,000 to $999,999.99 info
|
9.00%
|
11.5%
|
|
Margin Rate Above $1,000,000 info
|
8.75%
|
11%
info
|
|
Account Fees
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
IRA Annual Fee info
|
$0.00
|
$0.00
|
|
IRA Closure Fee info
|
$0.00
|
$75.00
|
|
Account Transfer Out (Partial) info
|
$0.00
|
$0.00
|
|
Account Transfer Out (Full) info
|
$0.00
|
$75.00
|
|
Options Exercise Fee info
|
$0.00
|
$0.00
|
|
Options Assignment Fee info
|
$0.00
|
$0.00
|
|
Investment Options
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Stock Trading info
|
Yes
|
Yes
|
|
Margin Trading info
|
Yes
|
Yes
info
|
|
Fractional Shares info
|
Yes
|
Yes
|
|
OTC Stocks info
|
Yes
|
Yes
|
|
Options Trading info
|
Yes
|
Yes
|
|
Complex Options Max Legs info
|
4
|
1
|
|
Futures Trading info
|
No
|
No
|
|
Forex Trading info
|
No
|
No
|
|
Crypto Trading info
|
Yes
|
No
|
|
Crypto Trading - Total Coins info
|
3
|
0
|
|
Mutual Funds (No Load) info
|
5843
|
3500
|
|
Mutual Funds (Total) info
|
10000
|
3500
|
|
Bonds (US Treasury) info
|
Yes
|
Yes
|
|
Bonds (Corporate) info
|
Yes
|
Yes
|
|
Bonds (Municipal) info
|
Yes
|
Yes
|
|
Traditional IRAs info
|
Yes
|
Yes
|
|
Roth IRAs info
|
Yes
|
Yes
|
|
Advisor Services info
|
Yes
|
Yes
|
|
International Countries (Stocks) info
|
25
|
0
|
|
Order Types
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Order Type - Market info
|
Yes
|
Yes
|
|
Order Type - Limit info
|
Yes
|
Yes
|
|
Order Type - After Hours info
|
Yes
|
No
|
|
Order Type - Stop info
|
Yes
|
Yes
|
|
Order Type - Trailing Stop info
|
Yes
|
No
|
|
Order Type - OCO info
|
Yes
|
No
|
|
Order Type - OTO info
|
Yes
|
No
|
|
Order Type - Broker Assisted info
|
Yes
|
Yes
|
|
Beginners
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Education (Stocks) info
|
Yes
|
Yes
|
|
Education (ETFs) info
|
Yes
|
Yes
|
|
Education (Options) info
|
Yes
|
Yes
|
|
Education (Mutual Funds) info
|
Yes
|
Yes
|
|
Education (Bonds) info
|
Yes
|
Yes
|
|
Education (Retirement) info
|
Yes
|
Yes
|
|
Retirement Calculator info
|
Yes
|
Yes
|
|
Investor Dictionary info
|
Yes
|
No
|
|
Paper Trading info
|
No
|
No
|
|
Videos info
|
Yes
|
Yes
|
|
Webinars info
|
Yes
|
Yes
|
|
Webinars (Archived) info
|
Yes
|
No
|
|
Progress Tracking info
|
Yes
|
No
|
|
Interactive Learning - Quizzes info
|
Yes
|
No
|
|
Stock Trading Apps
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
iPhone App info
|
Yes
|
Yes
|
|
Android App info
|
Yes
|
Yes
|
|
Apple Watch App info
|
Yes
|
No
|
|
Trading - Stocks info
|
Yes
|
Yes
|
|
Trading - After-Hours info
|
Yes
|
No
|
|
Trading - Simple Options info
|
Yes
|
Yes
|
|
Trading - Complex Options info
|
Yes
|
No
|
|
Order Ticket RT Quotes info
|
Yes
|
Yes
|
|
Order Ticket SRT Quotes info
|
Yes
|
No
|
|
Stock App Features
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Market Movers (Top Gainers) info
|
Yes
|
Yes
|
|
Stream Live TV info
|
Yes
|
No
|
|
Videos on Demand info
|
Yes
|
No
|
|
Stock Alerts info
|
Yes
|
Yes
|
|
Option Chains Viewable info
|
Yes
|
Yes
|
|
Watch List (Real-time) info
|
Yes
|
Yes
|
|
Watch List (Streaming) info
|
Yes
|
No
|
|
Watch Lists - Create & Manage info
|
Yes
|
Yes
|
|
Watch Lists - Column Customization info
|
Yes
|
Yes
|
|
Stock App Charting
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Charting - After-Hours info
|
Yes
|
No
|
|
Charting - Can Turn Horizontally info
|
Yes
|
Yes
|
|
Charting - Multiple Time Frames info
|
Yes
|
Yes
|
|
Charting - Technical Studies info
|
119
|
36
|
|
Charting - Study Customizations info
|
Yes
|
Yes
|
|
Charting - Stock Comparisons info
|
Yes
|
No
|
|
Trading Platforms
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Active Trading Platform info
|
Active Trader Pro
|
No
|
|
Desktop Trading Platform info
|
Yes
|
No
|
|
Desktop Platform (Mac) info
|
Yes
|
No
|
|
Web Trading Platform info
|
Yes
|
Yes
|
|
Paper Trading info
|
No
|
No
|
|
Trade Journal info
|
Yes
|
No
|
|
Watch Lists - Total Fields info
|
92
|
20
|
|
Stock Chart Features
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Charting - Adjust Trades on Chart info
|
Yes
|
No
|
|
Charting - Indicators / Studies info
|
129
|
36
|
|
Charting - Drawing Tools info
|
38
|
10
|
|
Charting - Notes info
|
Yes
|
No
|
|
Charting - Index Overlays info
|
Yes
|
Yes
|
|
Charting - Historical Trades info
|
Yes
|
No
|
|
Charting - Corporate Events info
|
Yes
|
Yes
|
|
Charting - Custom Date Range info
|
Yes
|
No
|
|
Charting - Custom Time Bars info
|
Yes
|
No
|
|
Charting - Automated Analysis info
|
Yes
|
No
|
|
Charting - Save Profiles info
|
Yes
|
No
|
|
Trade Ideas - Technical Analysis info
|
Yes
|
No
|
|
Charting - Study Customizations info
|
5
|
3
|
|
Charting - Custom Studies info
|
No
|
Yes
|
|
Day Trading
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Streaming Time & Sales info
|
Yes
|
No
|
|
Streaming TV info
|
Yes
|
No
|
|
Direct Market Routing - Stocks info
|
Yes
|
No
|
|
Ladder Trading info
|
No
|
No
|
|
Trade Hotkeys info
|
Yes
|
No
|
|
Level 2 Quotes - Stocks info
|
Yes
|
No
|
|
Trade Ideas - Backtesting info
|
Yes
|
No
|
|
Trade Ideas - Backtesting Adv info
|
No
|
No
|
|
Short Locator info
|
Yes
|
No
|
|
Order Liquidity Rebates info
|
No
|
No
|
|
Research Overview
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Research - Stocks info
|
Yes
|
Yes
|
|
Research - ETFs info
|
Yes
|
Yes
|
|
Research - Mutual Funds info
|
Yes
|
Yes
|
|
Research - Pink Sheets / OTCBB info
|
Yes
|
Yes
|
|
Research - Bonds info
|
Yes
|
Yes
|
|
Screener - Stocks info
|
Yes
|
Yes
|
|
Screener - ETFs info
|
Yes
|
Yes
|
|
Screener - Mutual Funds info
|
Yes
|
Yes
|
|
Screener - Bonds info
|
Yes
|
Yes
|
|
Misc - Portfolio Allocation info
|
Yes
|
Yes
|
|
Stock Research
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Stock Research - PDF Reports info
|
11
|
2
|
|
Stock Research - Earnings info
|
Yes
|
Yes
|
|
Stock Research - Insiders info
|
Yes
|
No
|
|
Stock Research - Social info
|
Yes
|
No
|
|
Stock Research - News info
|
Yes
|
Yes
|
|
Stock Research - ESG info
|
Yes
|
No
|
|
Stock Research - SEC Filings info
|
Yes
|
No
|
|
ETF Research
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
ETFs - Strategy Overview info
|
Yes
|
Yes
|
|
ETF Fund Facts - Inception Date info
|
Yes
|
Yes
|
|
ETF Fund Facts - Expense Ratio info
|
Yes
|
Yes
|
|
ETF Fund Facts - Net Assets info
|
Yes
|
Yes
|
|
ETF Fund Facts - Total Holdings info
|
Yes
|
Yes
|
|
ETFs - Top 10 Holdings info
|
Yes
|
Yes
|
|
ETFs - Sector Exposure info
|
Yes
|
Yes
|
|
ETFs - Risk Analysis info
|
Yes
|
No
|
|
ETFs - Ratings info
|
Yes
|
Yes
|
|
ETFs - Morningstar StyleMap info
|
Yes
|
Yes
|
|
ETFs - PDF Reports info
|
Yes
|
No
|
|
Mutual Fund Research
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Mutual Funds - Strategy Overview info
|
Yes
|
Yes
|
|
Mutual Funds - Performance Chart info
|
Yes
|
Yes
|
|
Mutual Funds - Performance Analysis info
|
Yes
|
Yes
|
|
Mutual Funds - Prospectus info
|
Yes
|
No
|
|
Mutual Funds - 3rd Party Ratings info
|
Yes
|
Yes
|
|
Mutual Funds - Fees Breakdown info
|
Yes
|
Yes
|
|
Mutual Funds - Top 10 Holdings info
|
Yes
|
Yes
|
|
Mutual Funds - Asset Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - Sector Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - Country Allocation info
|
Yes
|
Yes
|
|
Mutual Funds - StyleMap info
|
Yes
|
Yes
|
|
Options Trading
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Option Chains - Basic View info
|
Yes
|
Yes
|
|
Option Chains - Strategy View info
|
Yes
|
No
|
|
Option Chains - Streaming info
|
Yes
|
No
|
|
Option Chains - Total Columns info
|
26
|
6
|
|
Option Chains - Greeks info
|
5
|
0
|
|
Option Chains - Quick Analysis info
|
Yes
|
No
|
|
Option Analysis - P&L Charts info
|
Yes
|
No
|
|
Option Probability Analysis info
|
Yes
|
No
|
|
Option Probability Analysis Adv info
|
Yes
|
No
|
|
Option Positions - Greeks info
|
Yes
|
No
|
|
Option Positions - Greeks Streaming info
|
Yes
|
No
|
|
Option Positions - Adv Analysis info
|
Yes
|
No
|
|
Option Positions - Rolling info
|
Yes
|
No
|
|
Option Positions - Grouping info
|
Yes
|
No
|
|
Banking
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Bank (Member FDIC) info
|
No
|
Yes
|
|
Checking Accounts info
|
No
|
Yes
|
|
Savings Accounts info
|
No
|
Yes
|
|
Credit Cards info
|
Yes
|
Yes
|
|
Debit Cards info
|
Yes
|
Yes
|
|
Mortgage Loans info
|
Yes
|
Yes
|
|
Customer Service
|
Fidelity |
J.P. Morgan Self-Directed Investing |
|
Phone Support (Prospect Customers) info
|
Yes
|
No
|
|
Phone Support (Current Customers) info
|
Yes
|
Yes
|
|
Email Support info
|
Yes
|
Yes
|
|
Live Chat (Prospect Customers) info
|
Yes
|
No
|
|
Live Chat (Current Customers) info
|
Yes
|
No
|
|
24/7 Support info
|
Yes
|
Yes
|
|
arrow_upward